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Thanksgiving isn’t just about turkey and family time—it’s also a chance to take a step back and reflect on your finances. Beyond the feast, it’s a reminder that growing your wealth is about more than just saving up—it’s about smart planning, thoughtful spending, and making your money work for you.

Lesson 1: Smarter Holiday Spending

The holidays can be a financial black hole if you’re not careful. Setting a budget for food, gifts, and decorations upfront helps you avoid going overboard. Meal planning cuts down on waste (and your grocery bill), shopping for deals stretches your dollars, and DIY decorations can be fun and way cheaper than store-bought options. Little steps like these reduce stress and keep you in control.

Lesson 2: Mindful Money Moves

Mindful spending means knowing where your money is going and making sure it aligns with what matters to you. Stick to a shopping list to avoid impulse buys, and prioritize needs over wants. A little discipline now can save you from holiday debt—and that lingering buyer’s remorse.

Lesson 3: Teaching Kids About Money

Thanksgiving is a great opportunity to get kids involved in the money talk. Show them how much goes into planning the holiday—budgeting for food, gifts, and everything else. Younger kids can learn about saving with a piggy bank, while older ones can set goals or even help with charitable giving. It’s never too early to build good habits.

Lesson 4: Gratitude Meets Investing

Gratitude can change how you approach your investments. It helps you focus on long-term goals instead of panicking over market swings. Diversifying your portfolio is a great way to protect what you’ve built while appreciating its value—and planning for steady growth.

Lesson 5: Holiday Investment Opportunities

In the markets, historically the holiday season has benefitted certain sectors like retail, e-commerce, and hospitality, opening up opportunities for smart investments. Pay attention to trends and adjust your portfolio if needed to make the most of seasonal shifts, all while staying focused on your bigger financial goals.

Thanksgiving is a perfect time to hit pause and take stock of your financial habits. From holiday budgeting to mindful investing, the lessons learned during this season can set you up for better financial health all year long. By making intentional choices now, you’re building a solid foundation for a more prosperous future—one you can truly be thankful for.

What’s Happening at Carry?

Here’s what you can expect in the coming weeks

See the full list of events here. ⏰

All investments involve the risk of loss, and past performance does not guarantee future results. Investment growth or profit is never a guarantee. Any material provided is for informational purposes only and does not provide personalized investment or tax advice, nor does it account for your specific financial situation or holdings elsewhere. Investments in alternative assets are speculative, generally illiquid and involve a higher degree of risk. Those investors who cannot afford to lose their entire investment should not invest in alternative assets. Before making any financial decisions, consult with qualified legal, tax, or financial advisors to ensure appropriateness for your individual circumstances.

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If you want more resourceson building wealth as a solopreneur/entrepreneur, check these out:

• The Solo 401k handbook

• The Roth IRA handbook

• The Self-Directed IRA handbook

• The Guide to Paying Less in Taxes

• What is a Solo 401k?

• How to Open a Solo 401k